Sales Executive

🔥 14 hours ago

🏖️ New Jersey, New York – Remote

🏖️ New Jersey – Remote 🗽 New York – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Altruist

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Altruist is a modern technology and financial services company that provides tools and services to help Registered Investment Advisors (RIAs) achieve better client outcomes. Altruist offers portfolio management, reporting, and solutions for managing fees and billing through a scalable, open platform. The company also provides brokerage and custodian services, making financial advisory services more efficient and cost-effective. Altruist is committed to innovation in fixed income trading and supports advisors with a variety of tech-forward solutions to enhance productivity and profitability while reducing inefficiencies. Altruist Financial LLC, a member of FINRA and SIPC, oversees the brokerage operations, offering commission-free trading, and Altruist LLC provides advisory services as an SEC-registered investment adviser.

📋 Description

• Build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors • Use consultative selling to build trust, educate advisors, and guide them through the buying process • Acquire, retain, and expand business • Achieve individual quarterly and annual quota while supporting the broader sales team • Effectively position Altruist, including features such as the rebalancer and Model Marketplace • Systematically capture advisor feedback to inform product roadmap and marketing campaigns • Identify ways to improve the sales team while meeting sales service-level agreements • Maintain accurate, complete records in Salesforce • Absorb and apply feedback from sales leadership to improve effectiveness and efficiency

🎯 Requirements

• At least 5 years of experience as an independent financial advisor, as a sales professional at a B2B financial services, fintech, or SaaS organization, or as a consultant specializing in financial services at a top-tier management consulting firm • Track record of meeting or exceeding quotas in a fast-paced environment • Strong consultative sales skills • Ability to quickly understand complex product features and articulate how they create value for customers • Series 7 and 63 licenses • Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows • Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, or Economics • Exceptional ownership and accountability for delivering high-quality results • Superb communication skills, including intentional dialogue, thoughtful listening, and clear perspective-sharing • Resilience and determination to achieve success despite adversity • Confident, ego-less judgment and strong knowledge base • Ability to discover the unknown and openness to differing perspectives • Creative problem-solving approach to overcoming roadblocks

🏖️ Benefits

• Premium healthcare, dental, and vision insurance plans (HMO and PPO) • 401k savings plan with a 4% match and immediate vesting • 16 week paid parental leave after one year of employment • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.) • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.) • One month work from anywhere policy (with the exception of a few countries) • Competitive total compensation • Bonus program for eligible roles • Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX